By partnering with your dedicated wholesaler, you can expand your team of specialists, resources and support. It's not just the platinum experience you'll get — it's also the platinum experience you'll deliver.
Build your virtual team
When you partner with your Columbia Threadneedle wholesaler, you can build your team of experts and gain access to:
Get dedicated, real-time support from an ERISA specialist who’ll help you navigate technical questions.1
Explore a variety of credited courses for you and your professional clients.
Workshops and seminars
Tap into our panel of third-party experts and in-house thought leaders. Request onsite speaking engagements on a variety of industry topics, including retirement.
Knowledge + Know-how
Find award-winning educational content as well as practical tools to help you apply what you’ve learned. Whether you’re looking to stay ahead of industry changes or deepen client relationships, you’ll find engaging client materials and advisor resources crafted by educators and industry experts.
Explore Business-building ideas to help you:
Recognized as an industry leader
Columbia Threadneedle Investments has been recognized time and again for award-winning educational content, services and programs.2
STAR Awards are based on quality of content, educational value, effectiveness, design, objective and overall functionality of the entry within its respective category. Please visit thestarawards.com for complete details.
APEX Awards are based on excellence in graphic design, editorial content and the success of the entry in achieving overall communications effectiveness and excellence within its respective category.
1The Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Threadneedle Investments. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.
2Mutual Fund Education Alliance Awards: 2012 Best Advisor Special Communication, 2012 Best Online Advisor Services, 2011 Best Special Communication for Plan Participants, 2006 Best Retail Retirement Brochure/Kit; 2015 Best Advisor Electronic Newsletter, 2015 Best Advisor Overall Digital Technology; APEX Award for Publication Excellence: 2013 Education & Training, 2014 Website: Site Content, 2014 Financial Campaigns, Programs & Plans; 2015 Campaigns Programs & Plans — Member & Customer